View All Candidates >

Wealth Advisor

Preferred Location:
North-East
Open to Relocation:
Yes

We are currently representing a Wealth Advisor, MBA. Details below:  

  • Up and coming rainmaker with a track record of sourcing new high-net-worth relationships; thrives in a sales-driven, entrepreneurial environment.  
  • Built and manages a $135M book of business across ~20 households  
  • Diverse investment background, including hands-on experience with individual securities, alternative investments and private placements.  
  • MBA, 5+ years experience, all at his current firm 

For more information on this candidate please fill out the form below:

Upload a job description
Drop files here or
Accepted file types: doc, docx, pdf, Max. file size: 20 MB, Max. files: 3.
    Privacy Policy
    This field is for validation purposes and should be left unchanged.